Layline Advisors, LLC
CIK 1724910 · Holdings on Mar 31, 2026 · First reported Sep 2, 2026
Top ten holdings
Q1 2026- IVV20.70%
- SHY7.30%
- VEA5.96%
- DUHP5.90%
- IEMG5.00%
- DMBS4.31%
- PHYS3.94%
- EVTR3.85%
- IJH3.68%
- JPIE3.05%
Share classes counted separately63.69%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $18.50M | 20.70% | 28.32K shares | Prior unavailable — | — | ↗▾ |
| 02 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $6.53M | 7.30% | 79.08K shares | Prior unavailable — | — | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $5.33M | 5.96% | 83.13K shares | Prior unavailable — | — | ↗▾ |
| 04 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $5.27M | 5.90% | 143.41K shares | Prior unavailable — | — | ↗▾ |
| 05 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $4.47M | 5.00% | 64.14K shares | Prior unavailable — | — | ↗▾ |
| 06 | DMBSDOUBLELINE MORTGAGE ETFMORTGAGE ETF View history and evidence | $3.85M | 4.31% | 78.04K shares | Prior unavailable — | — | ↗▾ |
| 07 | PHYSSPROTT PHYSICAL GOLD TRUSTPHYSICAL GOLD TR View history and evidence | $3.52M | 3.94% | 99.46K shares | Prior unavailable — | — | ↗▾ |
| 08 | EVTREATON VANCE TOTAL RETURNEATON VANCE TOTA View history and evidence | $3.44M | 3.85% | 67.77K shares | Prior unavailable — | — | ↗▾ |
| 09 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $3.29M | 3.68% | 48.67K shares | Prior unavailable — | — | ↗▾ |
| 10 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $2.73M | 3.05% | 59.21K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1724910 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-09-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 89396300
}Research all 67 reported holdings.
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